Report
Alexey Bulgakov ...
  • Alisa Zakirova
  • Andrey Kuznetsov
  • Nikolay Minko

Долговые рынки сегодня - 30 мая 2018

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГПродолжившееся снижение доходности гособлигаций США поддержало котировки российских суверенных выпусков: Россия-28 подорожали на 0,2 п. п. до 162,8% (4,8%, Z+195), прочие бумаги сегмента выросли в цене, но незначительно.ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИНа фоне низкой торговой активности и ослабления рубля (в первой половине дня) на рынке ОФЗ наблюдался рост доходности вдоль всей кривой на 2-5 б. п., за исключением ОФЗ-26207 (февраль 2027, 8,5%), доходность которых повысилась на 9 б. п. После полудня доходность ОФЗ существенно не изменилась. НОВОСТИ> Правительство планирует увеличить объем размещения ОФЗ с 0,8 трлн. руб. до 1,0 трлн. руб. в 2018 году> Газпром нефть опубликовала результаты за 1К18> Полюс опубликовал отчетность за 1К18
Underlyings
Gazprom Neft (GDR)

Gazprom Neft PJSC

Gazprom Neft PJSC is vertically integrated oil company operating in the Russian Federation, CIS and internationally. Co.'s principal activities include exploration, production and development of crude oil and gas, production of refined petroleum products and distribution and market ing operations through its retail outlets. Co.'s Upstream segment includes the exploration, development and production of crude oil and natural gas (including joint ventures results), oil field services. Co.'s Downstream segment processes crude into refined products and purchases and sells and transports crude and refined petroleum products (refining and marketing).

Polyus (GDR)

Polyus PJSC

PJSC Polyus is an open joint stock company based in Russia. Co. is engaged in operations as a gold production company. Co.'s major assets are: in Krasnoyarsk region, Olympiada deposit as well as Blagodantoe, Titimukhta, Tyrada, Olenii, Razdolinskaya, Zyryanovskaya and Panimba fields; in Irkutsk region, Zapadnoe, Verninskoe, Pervenets, and Chertovo Koryto and Mukodek goldfields as well as some 94 placer deposits; in Magadan region, Natalka deposit and smaller Degdekan and Vostochnoye fields; in the Republic of Sakha (Yakutia), Kuranakh ore body and Kyutchus field as well as 50% interest in the giant Nezhdaninskoye field; and in Amur region, Bamskoe gold field.CJSC Deloitte & Touche CIS

Provider
Sberbank
Sberbank

​Sberbank CIB Investment Research is a research firm offering equity, fixed income, economics, and strategy research. It covers analysis on all aspects of Russia’s capital markets, issues and industries. The firm analyzes trends in Russia and combines local knowledge with a global perspective. It processes macroeconomic data, market and company-specific news, stock quotes and other information for providing research reports. The firm provides details and latest prices on the most traded names and most traded paper on all segments Russian market. In strategy research, it provides thematic research, tips and descriptions of the methodology used to evaluate companies.

Analysts
Alexey Bulgakov

Alisa Zakirova

Andrey Kuznetsov

Nikolay Minko

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